See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $232,245 | $118,680+95.7% | $98,907+134.8% | $158,922+46.1% |
| Participation rate | 66.7% | 77.8%-11.2pp | 76.0%-9.4pp | 82.0%-15.3pp |
| Annual return | 11.51% | 372.35%-360.8pp | 196.43%-184.9pp | 302.83%-291.3pp |
| Employer contribution / active EE | $4,266 | $3,333+28.0% | $2,689+58.7% | $4,761-10.4% |
| Participant deferral / active EE | $6,537 | $5,088+28.5% | $4,244+54.0% | $5,982+9.3% |
| Admin fee / account holder | $26 | $10,131-99.7% | $6,642-99.6% | $11,246-99.8% |